IAG Wealth Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IW IAG Wealth Partners, LLC | Institutional Filer | ▲ 3.73% | $895.9M | 509 |
Current Portfolio Holdings
Showing all 509 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | STATE STREET | — | 846K | $64.8M | 7.23% |
| 2 | JBND | JPMORGAN ACTIVE | — | 1.1M | $59.7M | 6.66% |
| 3 | MMIT | NYLI MACKAY | — | 1.9M | $45.9M | 5.13% |
| 4 | AVIV | AVANTIS INTL | — | 581K | $43.4M | 4.85% |
| 5 | GSLC | GOLDMAN SACHS | — | 325K | $40.7M | 4.55% |
| 6 | DLN | WISDOMTREE U S | — | 399K | $35.7M | 3.98% |
| 7 | DIVB | ISHARES CORE | — | 522K | $28.2M | 3.14% |
| 8 | GSIE | GOLDMAN SACHS | — | 648K | $27.9M | 3.12% |
| 9 | DON | WISDOMTREE U S | — | 501K | $26.3M | 2.94% |
| 10 | IVV | ISHARES CORE | — | 38K | $25.0M | 2.79% |
| 11 | CTA | SIMPLIFY MANAGED | — | 795K | $24.0M | 2.68% |
| 12 | PWV | INVESCO LARGE | — | 323K | $22.5M | 2.51% |
| 13 | VUG | VANGUARD GROWTH | — | 51K | $22.2M | 2.48% |
| 14 | AVDE | AVANTIS INTL | — | 256K | $21.7M | 2.42% |
| 15 | JMUB | JPMORGAN | — | 413K | $20.7M | 2.31% |
Showing 1 to 15 of 509 holdings